Position Overview
Client Portfolio Manager to join highly respected firm of Chartered AccountantsExcellent opportunity to join a forward thinking and professional firmAbout Our Client
This organisation is a well-established, small-sized professional services firm specialising in accounting and finance. They are committed to providing exceptional service to their clients and fostering a supportive and professional working environment for their team.
Job Description
Manage a diverse portfolio of clients, ensuring their needs are met effectively and efficiently.Prepare and review financial statements and reports for accuracy and compliance.Provide expert advice on accounting and finance matters to clients.Ensure all client accounts comply with relevant regulations and standards.Oversee tax planning and compliance for clients within the portfolio.Build and maintain strong client relationships to ...